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Handler · Version 1

Salesforce Opportunity Create Salesforce

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About

Creates a Salesforce Opportunity record with the given parameters and returns the id of the new Opportunity record.

This handler essentially has two phases: authentication and record creation.

  • The handler uses the SOAP API login method to retrieve the authentication details that are required for making the REST API requests. The required authentication values are instance and session id, these two values are retrieved by the login() helper method in the handler.

  • The handler uses the REST API to create the Salesforce record. The Salesforce record simply contains mappings provided by the @field_values instance variable. The handler's parameters are mapped to Salesforce fields in the node.xml as show here:

    • Opportunity Name => Name
    • Close Date => CloseDate
    • Stage => StageName
    • Private => IsPrivate
    • Type => Type
    • Lead Source => LeadSource
    • Amount => Amount
    • Next Step => NextStep
    • Probability => Probability
Configurations
Name Description Sample
username The username of the account that will be used for record manipulation.
password The password of the account that will be used for record manipulation
token The security token associated with the account used for record manipulation To reset this value, log into Saleforce using the desired account and navigate to Setup -> My Personal Information -> Reset Security Token. A new token will be emailed to you.
Parameters
Name Description Sample
Opportunity Name Sets the Opportunity Name field of the Opportunity record
Close Date Sets the Close Date field of the Opportunity record
Stage Sets the Stage field of the Opportunity record
Private Sets the Private field of the Opportunity record
Type Sets the Type field of the Opportunity record
Lead Source Sets the Lead Source field of the Opportunity record
Amount Sets the Amount field of the Opportunity record
Next Step Sets the Next Step field of the Opportunity record
Probability Sets the Probability field of the Opportunity record
Results
Name Description
Opportunity Id The Id of the Salesforce Opportunity record that was created
Changelog

SalesforceOpportunityCreate_V1 (2011-05-06)

  • Initial version. See README for details.
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